IA

Insight Advisors Portfolio holdings

AUM $653M
1-Year Est. Return 15.09%
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.26M
3
+$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.45M

Top Sells

1
+$2.48M
2
+$782K
3
+$752K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$608K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$584K

Sector Composition

1 Technology 10.88%
2 Financials 3.37%
3 Consumer Discretionary 2.99%
4 Communication Services 2.23%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$315K 0.05%
1,881
+94
202
$310K 0.05%
6,844
+2
203
$310K 0.05%
1,169
204
$308K 0.05%
3,934
-1,026
205
$305K 0.05%
1,441
-14
206
$302K 0.05%
3,370
+77
207
$300K 0.05%
7,287
+562
208
$299K 0.05%
+4,056
209
$299K 0.05%
3,247
210
$297K 0.05%
1,171
211
$295K 0.05%
10,449
+338
212
$294K 0.05%
537
-8
213
$293K 0.05%
5,851
214
$293K 0.05%
10,948
+212
215
$292K 0.05%
1,760
+489
216
$291K 0.05%
3,219
-26
217
$291K 0.05%
2,973
218
$290K 0.05%
9,267
219
$288K 0.05%
3,965
+2
220
$284K 0.05%
4,653
+382
221
$281K 0.05%
2,792
+453
222
$280K 0.05%
2,090
+9
223
$279K 0.05%
5,643
-9,824
224
$279K 0.05%
4,484
-2,680
225
$278K 0.05%
12,372
7 8
9
10 11